Aid Year __________________
Identity Theft Tax Return form 08/12
THE UNIVERSITY OF OKLAHOMA
FINANCIAL AID SERVICES
1000 Asp Avenue, Room 216
Norman, Oklahoma 73019-4078
Phone (405) 325-4521 Fax (405) 325-7608
www.ou.edu/financialaid
AFFIDAVIT OF
STUDENT/PARENTS INCOME TAX RETURN INFORMATION
VICTIM OF IDENTITY THEFT
NAME: PHONE #:
SSN #: SOONER ID #
When the IRS determines that a tax filer has been, or likely was, a victim of identity theft, it will not allow that tax filer to obtain tax information through the use of the IRS DRT or to receive an IRS Tax Return Transcript until the matter has been resolved by the IRS. Resolution could take up to a year, depending on the complexity of the case. Therefore, in instances when the tax filer has been the victim of identity theft, the institution may accept for verification purposes:
1. A signed copy of the paper IRS income tax return that was filed with the IRS
AND
2. A copy of the IRS Form 14039 “Identity Theft Affidavit”
OR
3. If the tax filer was not required to submit an IRS Form 14039 or did not save a copy of the IRS Form 14039, a signed and dated statement stating that the tax filer was a victim of IRS identity theft and that the IRS is investigating the matter or a copy of the police report that may have been filed by the tax filer.
I certify that I am a victim of IRS identity theft and I have reported this incident to the IRS and/or local law enforcement agencies. I also certify that the attached 2011 US Income Tax form has been filed with the IRS.
___________________________________________ ____________________________________________
Printed Name Date Signature
For students:
You need to submit a signed* copy of your/your spouse’s tax return(s) including all schedules. Include all W-2 form(s). A "tax return" includes: 2011 IRS Form 1040, 1040A, 1040EZ, or a tax return from Puerto Rico. If you or your spouse received income from a partnership you must include a copy of IRS Schedule K-1 and Form 1065. If you or your spouse received income from an S Corporation, you must include IRS Schedule K-1 and Form1120S.
*or if the filer’s signature is absent the signed, stamped, typed, or printed name and address of the preparer of the income tax return and the preparer's Social Security Number, Employer Identification Number, or Preparer Tax Identification Number is required.
For parents:
You need to submit a signed* copy of your parent(s)’ tax return(s) including all schedules. Include all W-2 form(s). A "tax return" includes: 2011 IRS Form 1040, 1040A, 1040EZ, or a tax return from Puerto Rico. If you or your parents received income from a partnership you must include a copy of IRS Schedule K-1 and Form 1065. If you or your parents received income from an S Corporation, you must include IRS Schedule K-1 and Form1120S.
*or if the filer’s signature is absent the signed, stamped, typed, or printed name and address of the preparer of the income tax return and the preparer's Social Security Number, Employer Identification Number, or Preparer Tax Identification Number is required.

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Aid Year __________________
Identity Theft Tax Return form 08/12
THE UNIVERSITY OF OKLAHOMA
FINANCIAL AID SERVICES
1000 Asp Avenue, Room 216
Norman, Oklahoma 73019-4078
Phone (405) 325-4521 Fax (405) 325-7608
www.ou.edu/financialaid
AFFIDAVIT OF
STUDENT/PARENTS INCOME TAX RETURN INFORMATION
VICTIM OF IDENTITY THEFT
NAME: PHONE #:
SSN #: SOONER ID #
When the IRS determines that a tax filer has been, or likely was, a victim of identity theft, it will not allow that tax filer to obtain tax information through the use of the IRS DRT or to receive an IRS Tax Return Transcript until the matter has been resolved by the IRS. Resolution could take up to a year, depending on the complexity of the case. Therefore, in instances when the tax filer has been the victim of identity theft, the institution may accept for verification purposes:
1. A signed copy of the paper IRS income tax return that was filed with the IRS
AND
2. A copy of the IRS Form 14039 “Identity Theft Affidavit”
OR
3. If the tax filer was not required to submit an IRS Form 14039 or did not save a copy of the IRS Form 14039, a signed and dated statement stating that the tax filer was a victim of IRS identity theft and that the IRS is investigating the matter or a copy of the police report that may have been filed by the tax filer.
I certify that I am a victim of IRS identity theft and I have reported this incident to the IRS and/or local law enforcement agencies. I also certify that the attached 2011 US Income Tax form has been filed with the IRS.
___________________________________________ ____________________________________________
Printed Name Date Signature
For students:
You need to submit a signed* copy of your/your spouse’s tax return(s) including all schedules. Include all W-2 form(s). A "tax return" includes: 2011 IRS Form 1040, 1040A, 1040EZ, or a tax return from Puerto Rico. If you or your spouse received income from a partnership you must include a copy of IRS Schedule K-1 and Form 1065. If you or your spouse received income from an S Corporation, you must include IRS Schedule K-1 and Form1120S.
*or if the filer’s signature is absent the signed, stamped, typed, or printed name and address of the preparer of the income tax return and the preparer's Social Security Number, Employer Identification Number, or Preparer Tax Identification Number is required.
For parents:
You need to submit a signed* copy of your parent(s)’ tax return(s) including all schedules. Include all W-2 form(s). A "tax return" includes: 2011 IRS Form 1040, 1040A, 1040EZ, or a tax return from Puerto Rico. If you or your parents received income from a partnership you must include a copy of IRS Schedule K-1 and Form 1065. If you or your parents received income from an S Corporation, you must include IRS Schedule K-1 and Form1120S.
*or if the filer’s signature is absent the signed, stamped, typed, or printed name and address of the preparer of the income tax return and the preparer's Social Security Number, Employer Identification Number, or Preparer Tax Identification Number is required.